My Executive's personal credit card is linked using Yodlee. We have a professional account. Each month he goes to the "View Transactions" screen and manually imports the transactions from this card into "Available Expenses" or an open report. Is there a way for these transactions to automatically import into "Available Expenses"? Having my Executive manually pull these each month is a hassle for him, especially when I'm a delegate for his expenses and a Company Admin, I'm not able to import these transactions either.

This automation is included with company charge cards, but I can't seem to get it to work with a personal, linked card.